When we talk about having freedom in our lives, we believe this includes having the freedom in our schedules to give our time, talents and resources, to the people, projects and organizations we care about.

Dave has taken on the role of mentoring a young man through Big Brothers and Big Sisters of Central Illinois.

According to BBBS, only one out of ten new volunteers that enroll as a “Big” is male, while the majority of children applying to be partnered with a mentor are boys being raised by a single female parent. These youngsters are ready and waiting for a man to step into this role. Being a big brother requires no special skills – just a desire to make a difference.

Call Dave to more about BBBS mentorship or visit www.bbbs.org.

Over the past year, we have been thrilled to have many clients make transitions to new homes across the country. 

While moving sometimes takes clients farther away from us, we are excited for them to start this new phase of their lives. We have every confidence that we will find ways to continue to work effectively together. That is what we are here for—to help you walk through big decisions.

We are always only a phone call away.And for those of you that are staying put, just another reminder that now is the ideal time to think about refinancing your mortgage if you haven't already done so in the past few years. Take advantage of this historic opportunity to lock in low long-term rates.  

Call us at (815) 842-4393 if you want to discuss.

1. Wait for Social Security. If you can afford to, wait until you're 70. For every year you wait after age 62, your benefits increase by about 8%.

2. Do a budget, hire a financial planner, get a retirement plan. Once you have found an advisor you trust, they will have you do a budget, and get you and your spouse to sit and discuss your shared vision for retirement.

3. Do not retire without a plan. Don’t retire without knowing what you will be doing for the rest of your life. Even those who thought they would love to play golf every day often get bored within six months.

4. It’s never too late to start saving. Most of us have not saved enough and must adjust our way of thinking about retirement. The longer you work, this helps you build savings and keeps you from drawing down the savings you do have.

5. Don’t be afraid of the stock market. Besides people not saving for retirement, one of the biggest mistakes clients make could be being too conservative with their investments. The impact can be huge over a lifetime of saving.

Read more at: http://usat.ly/1LZLeiR (Source USAToday.com)

You may have noticed a new voice answering the phone. We would like to introduce the newest addition to our team: Susan Strubhar, our Client Services Manager.

We have asked Susan to make sure that everything we do is focused on meeting our clients' expectations and building strong relationships.

As part of that, we want communicate with you in the most effective way possible. If you would like us to have your email or cell phone on file and use that as your preferred contact method, let us know. In addition, if you have any change to your information, Susan can help you get everything updated with the different investment/product companies.

Call Susan at (815) 842-4393.

NEWS RELEASE

April 23, 2015

CONTACT: Jessica Henrichs, jessica.poppe.henrichs@gmail.com, (309) 310-2070

FOR IMMEDIATE RELEASE

BLOOMINGTON, IL -- Douglass Financial Services, a longtime financial consulting firm based out of Pontiac, IL, is celebrating the opening of their Bloomington location with an open house on Saturday, April 25 from 8:00a.m.–10:00a.m. at 3807 GE Road, Suite #2, Bloomington.

Sam Douglass, formerly of Forrest, Illinois, founded Douglass Financial Services in 1973. Today, Darrell Douglass and David Douglass, both of Bloomington, continue their father’s dedication to providing unbiased advice and diversified financial resources to individuals, families, retirees, farmers and small-business owners.

“We believe we have been called to help people experience freedom in their financial lives,” said Darrell Douglass, senior partner of Douglass Financial Services. “As clients’ situations become more complex, we strive to bring together the tools and professionals who can best make a difference in the lives of our clients.”

The new office will allow Douglass Financial Services to better serve their Bloomington-Normal clients and accommodate continued growth in the area.

About Douglass Financial Services

Douglass Financial Services is an independently owned financial consulting firm offering over 30 years of client service. We are dedicated to providing unbiased advice, impeccable service, and diversified financial resources to individuals, families, retirees, farmers, and small-business owners. We have aligned with Cambridge Investment Research, Inc., one of the most respected independent broker-dealers in the industry. Our affiliation with Cambridge enables DFS to provide objective advice, customized services, superior technology, and an open architecture platform. Together, we offer the objectivity of working with an independent financial firm with the ability to access the world’s financial markets and a wealth of investment resources.For more information, visit www.douglassfinancial.com.

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